financial statements template

A financial statements template is a document used to present an organization’s financial information in a structured, easy-to-read format.

Financial statements typically include an income statement, balance sheet, and cash flow statement, though additional statements such as a statement of retained earnings may also be included.

Here’s an example of a financial statements template:

In this template, the income statement lists the organization’s revenues, expenses, and net income for a specific period of time.

The balance sheet lists the organization’s assets, liabilities, and equity as of a specific point in time. The cash flow statement shows the organization’s cash inflows and outflows during a specific period of time.

When preparing a financial statements template, it’s important to ensure that all of the information is accurate and up-to-date.

In addition to the three main statements, other financial information such as notes to the financial statements and management discussion and analysis may also be included.

Keep in mind that financial statements templates are typically used by organizations rather than individuals.

If you’re looking to track your personal finances, a personal financial statement template may be more appropriate.

Personal financial statement template

A personal financial statement template is a pre-built document used to track an individual’s financial assets, liabilities, and net worth. It typically includes sections for personal information, employment details, assets, liabilities, income, and expenses.

To create a personal financial statement template in Excel, you can start by opening a new workbook and creating a table with the following columns:

  • Personal Information (Name, Address, Phone Number)
  • Employment Details (Job Title, Employer Name, Income)
  • Assets (Cash, Investments, Real Estate, Personal Property)
  • Liabilities (Mortgage, Credit Card Debt, Student Loans, Auto Loans)
  • Income (Salary, Investment Income, Rental Income, Other Income)
  • Expenses (Housing, Utilities, Transportation, Food, Entertainment)

Once you have created the table, you can customize it by adding or removing columns as needed based on your specific financial situation.

Here’s an example of a personal financial statement template created in Excel: https://www.vertex42.com/ExcelTemplates/personal-financial-statement-template.html

This template includes all of the sections listed above and allows users to enter their information directly into the cells.

It also includes formulas that automatically calculate the user’s net worth and debt-to-income ratio.

Keep in mind that while a personal financial statement template can be helpful, it is important to regularly review and update your financial information to ensure accuracy.


fillable personal financial statement template

A fillable personal financial statement template is similar to a regular personal financial statement template, but with the added functionality of allowing users to enter their financial information directly into the document electronically.

This can be particularly helpful for individuals who prefer to keep track of their financial records digitally.

A fillable personal financial statement template typically includes the same sections as a regular personal financial statement template, such as personal information, employment details, assets, liabilities, income, and expenses.

However, instead of handwriting the information onto a paper form, users can type their information directly into the form fields on their computer or mobile device.

Here’s an example of a fillable personal financial statement template that you can use: https://www.money-zine.com/downloads/business-templates/personal-financial-statement/

This template is available in both Word and PDF formats, and allows users to fill out the form fields digitally. Users can also save a copy of the completed form for their records.

Keep in mind that while fillable personal financial statement templates can be a convenient way to track your finances, it’s important to regularly review and update your financial information to ensure accuracy.

Additionally, it’s a good idea to keep backup copies of your financial records in case your computer or mobile device malfunctions or is lost or stolen.


simple personal financial statement template

A personal financial statement template is a document used to track an individual’s financial assets, liabilities, and net worth.

It typically includes sections for personal information, employment details, assets, liabilities, income, and expenses.

Personal financial statement templates can be found online or created from scratch using software like Microsoft Excel or Google Sheets.

By using a template, individuals can organize their financial information in a structured format, which makes it easier to track changes over time and make informed decisions about spending, saving, and investing.

Here are some of the sections that are commonly included in a personal financial statement template:

  1. Personal Information: This section includes basic information about the individual, such as their name, address, phone number, and email address.
  2. Employment Details: This section includes information about the individual’s employment status, including their job title, employer name, and income.
  3. Assets: This section includes a list of the individual’s assets, such as cash, investments, real estate, and personal property.
  4. Liabilities: This section includes a list of the individual’s debts, such as mortgage payments, credit card balances, student loans, and auto loans.
  5. Income: This section includes a breakdown of the individual’s income sources, such as salary, investment income, rental income, and other income.
  6. Expenses: This section includes a breakdown of the individual’s monthly expenses, such as housing, utilities, transportation, food, entertainment, and other expenses.

Overall, a personal financial statement template can be a useful tool for individuals who want to take control of their finances and make informed decisions about their financial future.



personal statement of financial position template

A personal statement of financial position, also known as a personal balance sheet, is a document used to track an individual’s financial position at a specific point in time.

It typically lists an individual’s assets, liabilities, and equity, and can be a useful tool for assessing one’s overall financial health.

Here’s an example of a personal statement of financial position template:

PERSONAL STATEMENT OF FINANCIAL POSITION (BALANCE SHEET)

As of [Date]

ASSETS Cash and cash equivalents: [insert amount] Investments: [insert amount] Real estate: [insert amount] Personal property (e.g. cars, jewelry, etc.): [insert amount] Other assets (e.g. retirement accounts, business interests, etc.): [insert amount] Total assets: [insert total amount]

LIABILITIES Mortgage(s): [insert amount] Credit card debt: [insert amount] Student loans: [insert amount] Auto loans: [insert amount] Other debts: [insert amount] Total liabilities: [insert total amount]

EQUITY Net worth: [insert amount] Total equity: [insert total amount]

TOTAL ASSETS AND LIABILITIES: [insert total amount]

In this template, the individual’s assets are listed first, followed by their liabilities, and then their equity (which is calculated by subtracting liabilities from assets).

The total assets and liabilities are then added together to arrive at the individual’s total net worth.

By using a personal statement of financial position template, individuals can keep track of their financial progress over time and make informed decisions about how to manage their finances.

It’s important to regularly update the document to reflect any changes in your financial situation.


wells fargo personal financial statement template

Wells Fargo offers a personal financial statement template that can be used to track an individual’s assets, liabilities, and net worth.

The template is available for download on the Wells Fargo website and can be customized to fit an individual’s specific financial situation.

Here’s how to access the Wells Fargo personal financial statement template:

  1. Go to the Wells Fargo website (https://www.wellsfargo.com/).
  2. Click on “Planning and Investments” in the main menu.
  3. Select “Financial Education.”
  4. Scroll down to the “Calculators and Resources” section and click on “Personal Financial Statement” under “Calculators.”
  5. Click on “Download the Personal Financial Statement.”

The Wells Fargo personal financial statement template includes sections for personal information, employment details, assets, liabilities, income, and expenses.

It also includes space for additional notes and comments, which can be helpful for providing context or explanations for certain entries.

Note that while the Wells Fargo personal financial statement template can be a useful tool for tracking your finances, it’s important to keep in mind that Wells Fargo is a financial institution and may use the information you provide in the template for marketing purposes.

Additionally, this template may not be suitable for individuals with more complex financial situations, in which case a customized personal financial statement template may be more appropriate.


word personal financial statement template

A word personal financial statement template is a pre-built document that can be customized to track an individual’s financial assets, liabilities, and net worth.

Microsoft Word offers a variety of personal financial statement templates that can be downloaded and edited to fit an individual’s specific financial situation.

Here’s how to access a personal financial statement template in Word:

  1. Open Microsoft Word.
  2. Click on “File” in the top left corner.
  3. Select “New” from the dropdown menu.
  4. In the search bar, type in “personal financial statement.”
  5. Choose one of the available templates that best fits your needs.

Once you’ve selected a personal financial statement template, you can customize it by adding or removing sections based on your specific financial situation.

Here’s an example of a personal financial statement template that can be found in Word:

[Image of a Personal Financial Statement Template]

In this template, the individual’s personal information, employment details, assets, liabilities, income, and expenses are all listed in separate sections.

The template also includes space for notes and comments, which can be helpful for providing context or explanations for certain entries.

Keep in mind that while personal financial statement templates can be a useful tool for tracking your finances, it’s important to regularly update the template to reflect any changes in your financial situation.

Additionally, if you have a more complex financial situation, a customized personal financial statement may be more appropriate.


Bank personal financial statement template

A bank personal financial statement template is a document used by banks or lenders to assess an individual’s financial position when applying for a loan or credit.

Bank personal financial statement templates typically include sections for personal information, employment details, assets, liabilities, and income.

Here’s an example of a bank personal financial statement template:

[Image of a Bank Personal Financial Statement Template]

In this template, the individual’s personal information is listed at the top, followed by their employment details.

The next section lists their assets, including cash, investments, real estate, and personal property. The following section lists their liabilities, such as mortgage payments, credit card balances, and other debts.

Finally, the template includes a section for income, which lists the individual’s sources of income, such as salary, investment income, rental income, and other income.

When filling out a bank personal financial statement template, it’s important to be as accurate and thorough as possible.

Banks or lenders use this information to assess an individual’s creditworthiness and ability to repay a loan, so any inaccuracies or omissions could impact the loan application process.

Keep in mind that while bank personal financial statement templates can be a useful tool for applying for loans or credit, they are not a substitute for regular personal financial statements.

It’s important to regularly track your finances and update your personal financial statements accordingly to ensure accuracy.


generic personal financial statement template

A generic personal financial statement template is a document used to track an individual’s financial assets, liabilities, and net worth.

It can be customized to fit an individual’s specific financial situation and typically includes sections for personal information, employment details, assets, liabilities, income, and expenses.

Here’s an example of a generic personal financial statement template:

[Image of a Generic Personal Financial Statement Template]

In this template, the individual’s personal information is listed at the top, followed by their employment details.

The next section lists their assets, including cash, investments, real estate, and personal property. The following section lists their liabilities, such as mortgage payments, credit card balances, and other debts.

Finally, the template includes a section for income, which lists the individual’s sources of income, such as salary, investment income, rental income, and other income, as well as a section for expenses, which lists the individual’s monthly expenses, such as housing, utilities, transportation, food, entertainment, and other expenses.

When filling out a generic personal financial statement template, it’s important to be as accurate and thorough as possible.

This document can be used to assess an individual’s overall financial health and make informed decisions about spending, saving, and investing.

Keep in mind that while a generic personal financial statement template can be a useful tool for tracking your finances, it’s important to regularly update the template to reflect any changes in your financial situation. Additionally, if you have a more complex financial situation, a customized personal financial statement may be more appropriate.


sba personal financial statement template

The U.S. Small Business Administration (SBA) provides a personal financial statement template for individuals who are seeking financing for a small business.

This template is called the SBA Form 413 and can be downloaded from the SBA website.

Here’s how to access the SBA personal financial statement template:

  1. Go to the SBA website (https://www.sba.gov/).
  2. Click on “Loans & Grants” in the main menu.
  3. Select “Small Business Loans.”
  4. Scroll down to “Loan Application Checklist” and click on “Personal Financial Statement – SBA Form 413.”

The SBA Form 413 includes sections for personal information, employment details, assets, liabilities, income, and expenses. It also includes space for additional notes and comments.

When filling out the SBA Form 413, it’s important to be as accurate and thorough as possible.

The form is used by lenders to assess an individual’s creditworthiness and ability to repay a loan, so any inaccuracies or omissions could impact the loan application process.

Keep in mind that while the SBA Form 413 is specifically designed for individuals seeking financing for a small business, it can still be a useful tool for tracking your personal finances.

However, if you have a more complex financial situation, a customized personal financial statement may be more appropriate.


score personal financial statement template

SCORE, a non-profit organization that provides business mentoring and resources, offers a personal financial statement template that can be used to track an individual’s financial position.

The SCORE personal financial statement template is available for download on the SCORE website and can be customized to fit an individual’s specific financial situation.

Here’s how to access the SCORE personal financial statement template:

  1. Go to the SCORE website (https://www.score.org/).
  2. Click on “Templates & Tools” in the main menu.
  3. Select “Financial Statements.”
  4. Scroll down to “Personal Financial Statement Template” and click on “Download Now.”

The SCORE personal financial statement template includes sections for personal information, employment details, assets, liabilities, income, and expenses. It also includes space for additional notes and comments.

When filling out the SCORE personal financial statement template, it’s important to be as accurate and thorough as possible.

This document can be used to assess an individual’s overall financial health and make informed decisions about spending, saving, and investing.

Keep in mind that while the SCORE personal financial statement template can be a useful tool for tracking your finances, it’s important to regularly update the template to reflect any changes in your financial situation.

Additionally, if you have a more complex financial situation, a customized personal financial statement may be more appropriate.

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